Every 8-K that Turning Point Brands, Inc. (TPB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TPB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TPB filings page.
Turning Point Brands reported higher Q2 2026 net sales of $142.96 million, up from $116.63 million a year earlier, but profitability declined. Net income attributable to the company fell 75.2% to $3.6 million, and Adjusted EBITDA decreased 50.0% to $15.2 million as selling, general and administrative expenses rose 91.1% to $76.9 million, reflecting investments in Modern Oral sales and marketing and higher freight costs.
The Stoker’s segment, representing 75% of quarterly net sales, grew net sales 54.5% to $107.6 million, with gross profit up 63.3% to $71.1 million; adjusted gross margin declined to 56.9% from 62.5% due to higher chain penetration. Zig-Zag segment net sales were $35.4 million, down 3.5% from the first quarter, while adjusted gross margin improved to 57.3% from 49.1% on product mix. Cash at June 30, 2026 was $268.3 million, net debt was $31.7 million, and total liquidity was $339.0 million, supported by approximately $59.6 million of equity raised during the quarter.
Turning Point Brands reported first quarter 2026 net sales of $124.3 million, up from $106.4 million a year earlier, as growth in modern oral products offset weakness in legacy lines. Net income attributable to the company fell 19.0% to $11.7 million, and Adjusted EBITDA declined 6.5% to $25.9 million.
The Stoker’s segment, which represented 70% of quarterly net sales, grew net sales 48.1% to $87.6 million, driven by triple-digit modern oral growth, though its gross margin contracted to 54.0%. The Zig-Zag segment, 30% of sales, saw net sales drop 22.4% to $36.7 million while gross margin improved to 57.1% on product mix.
SG&A expenses rose 53.2% to $55.8 million, reflecting heavier sales and marketing investments in modern oral and higher freight costs, which compressed operating income to $12.5 million from $23.2 million. As of March 31, 2026, the company held $192.4 million of cash, net debt of $101.4 million, and total liquidity of $265.0 million.
Turning Point Brands, Inc. held its Annual Meeting of Stockholders on May 4, 2026. Stockholders elected 11 directors, with each nominee receiving roughly 14.6–14.8 million votes in favor and about 0.2–0.3 million votes withheld, plus 2,055,552 broker non-votes for each director.
Shareholders also approved two additional proposals. One received 16,869,195 votes for, 130,747 against and 37,367 abstentions with no broker non-votes. Another received 14,561,464 votes for, 324,126 against, 96,167 abstentions and 2,055,552 broker non-votes.
Turning Point Brands reported strong growth for the fourth quarter and full year 2025. Full-year net sales rose to $463.1 million from $360.7 million, with gross profit increasing to $264.3 million. Net income attributable to the company improved to $58.2 million, and diluted EPS reached $3.11, up from $2.14.
In Q4 2025, net sales grew to $121.0 million from $93.7 million, while net income attributable to the company climbed to $8.2 million from $2.4 million. Adjusted EBITDA for the quarter increased to $30.0 million, and full-year Adjusted EBITDA rose to $119.5 million.
Stoker’s segment was the main growth driver, with Q4 net sales of $81.0 million and full-year net sales of $284.6 million, both up sharply, supported by triple-digit Modern Oral growth. Zig-Zag segment net sales declined to $40.0 million in Q4 and $178.5 million for 2025 as the company wound down the Clipper business.
Cash generation and the balance sheet strengthened. Cash at December 31, 2025 was $222.8 million, net debt was $77.2 million, and total liquidity was $290.1 million. For 2026, management expects Modern Oral gross revenue of $220–$240 million, net revenue of $180–$190 million, and Q1 2026 Adjusted EBITDA of $24–$27 million, reflecting continued investment in Modern Oral brands.
Turning Point Brands (TPB) amended its at-the-market (ATM) equity program, increasing the aggregate dollar amount of common stock that may be sold by $200,000,000 through B. Riley Securities and Barclays Capital. The ATM is conducted under the company’s Form S-3 shelf (File No. 333-274825) and related prospectus supplement.
The prospectus supplement originally permitted up to $100,000,000, and the company has sold $99,999,137 of common stock to date pursuant to the sales agreement. A Milbank LLP legal opinion was provided in connection with the additional capacity. The sales agreement is filed as an exhibit, along with the legal opinion and related consent.
Turning Point Brands, Inc. filed an amended current report to update a previously issued earnings press release. The amendment corrects the Adjusted Diluted EPS figure that was reported for the third quarter ended September 30, 2025. No other information from the original report or press release was changed, and the updated press release is included as an exhibit for reference.
Turning Point Brands, Inc. furnished an update saying it issued a press release with its financial results for the third quarter ended September 30, 2025. The press release, dated November 5, 2025, is attached as Exhibit 99.1 and contains the detailed quarterly figures.
The company notes that this information, including the exhibit, is being furnished rather than filed under securities laws, which affects how it is treated for certain liability and incorporation-by-reference purposes.